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Splash Insurance
Are you looking for an insurance broker solution that can grow with you company and has the full flexibility and extensibility you want? Then SplashInsurance is the solution for you. As an extension to the powerful Microsoft Dynamics 365 platform, we make the best use out of all the CRM activities and more.
SplashInsurance
Protect Your World and Customers with Confidence.
SplashInsurance offers a wide range of features and functionalities that helps you to be ahead of your competitors, increase your customer satisfaction and lowers your Cost of Ownership, making it an essential tool to run your business.
Extensions and Solutions Packages
Sticking with an outdated CRM system can be a very costly mistake, as poor-quality CRM data can lead to an estimated revenue loss of up to 20%. With SplashInsurance this will belong to the past. With our full package of extensions and solutions, you will assure that your business is in good hands.
UI/UX Friendly
Contact Management, interaction tracking, scheduling and reminders, policies, payment schedules, invoicing and what more. All of this is covered for you in SplashInsurance. All in one single interface.
API Integration
SplashInsurance has important features as API integration with third parties, contact management, lead management, sales automation, analytics, reporting, invoicing, payment schedules, offer, brokerage mandates, etc. etc.
Hosted or on Premise
SplashInsurance is available both in a hosted version, in our secure server farm, or in an on premise environment. Why go through all the hastle of maintaining your servers, software, security and so on. We assure a 99.9% uptime guarantee with all the flexibility as you would have the server in your office.
Support
Our affordable Support Package provides all you need to assure that changes are being made and that the system meets exactly your requirements. We provided you with an SLA for all the services we provide.
Customer Portal
With our portal solution we can provide them with full access to the data you want them to see. Policies, invoices, payment history, personal details. You name it. It is in there. The portal has real time communication with SplashInsurance.
Plus+
- Personalized training and setup
- API library
- Contact Management
- Lead Distribution
- Sales Automation
- Calendar Management
- Email Marketing *
- Marketing Automation *
- Mobile App *
- Third party integration
- Text messaging
- VoIP *
- Analytics and Reporting
- File Storage
- Customer/Partner Portal *
What we offer?
Splash Insurance Features
Secure Your Future: Explore Our Comprehensive Insurance Features:
Generate CASCO (Casualty & Collision) offers based on a configurable CASCO matrix containing for example depreciation, quotes, commissions and more.
CASCO and invoicing counter matrix
Various standard Word templates for Offer, brokerage mandates, and more)
Easy creation of your own personal templates
Automatic monthly payments of installments to your insurers
Automatically generate CASCO policies, payment schedules, print them or send them automatically per email to your customers
Every Asset has its own folder with related documents (policies, invoices, etc.)
Real time eSimba interface that automatically transfers your RCA policies into SplashInsurance
Possibility for automatic monthly renewal of insurances (incl. reminders, email and analysis charts)
Generate invoices for Installments and sync them with your accounting software
Automatically send invoices to your customers in either printed form or as email attachment
Cancel invoices with the possibility to transfer the information into for example EuroFib
Daily synchronization to update your invoice status from your accounting solution
Automatic reminders (SMS, email, letters) to customers for unpaid invoices
Generate .txt files for your bank’s payment policies to insurers
Reporting of FSA policy statements per month/quarter, commissions and many more reports at your disposal
Benefits+
- Fully GDPR compliant
- Easy to use interface
-
Security roles to assure that people
can only see what they are allowed to see - Flexibilty on your views
- Tons of predefined charts and dashboards
- Automatic workflows
- Audit log changes on every field
-
Easy to integrate with other SplashDev solutions
(Debt Collection, Risk, Leasing, Legal etc.) - Easily customizable to your needs and requirements
- ...and many more
Still not convinced? Want to know more? Get in touch for a demo and let’s talk!
SplashDev is a Microsoft Dynamics 365 Solution Provider that helps companies achieve performance excellence and make sure their investment in software brings real, measurable results.
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